Connecting Xero Accounting to Craveva

Overview

Prerequisites

• Active Xero account
• Xero API access (requires Xero subscription)
• OAuth application credentials
• Craveva AI account

Step 1: Create Xero OAuth App

1. Log in to Xero Developer Portal (developer.xero.com)
2. Click My Apps → New App
3. Fill in application details:
4. Select OAuth 2.0 scopes:
5. Click Create App
6. Copy your credentials:

• - App Name: "Craveva AI Integration"
• - Company or Application URL: Your website
• - Redirect URI: https://api.craveva.ai/oauth/xero/callback
• - accounting.transactions: Read transactions
• - accounting.contacts: Read contacts
• - accounting.reports.read: Read financial reports
• - accounting.settings: Read organization settings
• - Client ID: Your OAuth client identifier
• - Client Secret: Your OAuth secret

Step 2: Connect Xero in Craveva

1. Log in to Craveva AI dashboard
2. Navigate to Data Sources → Connect New Data Source
3. Select REST API connector
4. Choose Accounting System category
5. Enter connection details:
6. Click Authorize to start OAuth flow
7. Log in to Xero and grant permissions
8. Once authorized, click Save

• - Name: "Xero Accounting"
• - Base URL: https://api.xero.com/api.xro/2.0
• - Auth Type: OAuth 2.0
• - Client ID: Your Xero Client ID
• - Client Secret: Your Client Secret
• - Authorization URL: https://login.xero.com/identity/connect/authorize
• - Token URL: https://identity.xero.com/connect/token
• - Redirect URI: https://api.craveva.ai/oauth/xero/callback

Step 3: Configure Endpoints

• Invoices: /Invoices - Sales invoices
• Bills: /Bills - Purchase bills
• Contacts: /Contacts - Customers and suppliers
• Accounts: /Accounts - Chart of accounts
• Transactions: /BankTransactions - Bank transactions
• Reports: /Reports - Financial reports

Step 4: Create Financial Analysis Agents

Cash Flow Agent

1. Create agent to analyze cash flow
2. Track income and expenses
3. Predict cash flow trends
4. Alert on low cash positions

Financial Reporting Agent

1. Generate automated reports:
2. Schedule regular report generation
3. Send reports via email or messaging

• - Profit & Loss statements
• - Balance sheets
• - Cash flow statements
• - Custom financial reports

Expense Analysis Agent

1. Categorize expenses automatically
2. Identify spending patterns
3. Alert on unusual expenses
4. Optimize cost management

Available Data

• Invoices: All sales invoices and payments
• Bills: Purchase bills and expenses
• Contacts: Customers and suppliers
• Accounts: Chart of accounts
• Transactions: Bank and credit card transactions
• Reports: Financial reports and statements
• Organizations: Company information

Use Cases

Automated Financial Reporting

• Generate monthly P&L reports
• Create cash flow forecasts
• Track key financial metrics
• Compare performance periods

Expense Management

• Categorize expenses automatically
• Track spending by category
• Identify cost-saving opportunities
• Monitor budget vs. actual

Invoice Management

• Track outstanding invoices
• Monitor payment status
• Generate invoice reminders
• Analyze payment trends

Financial Insights

• Identify revenue trends
• Analyze profitability
• Compare actual vs. budget
• Generate business insights

OAuth Token Management

• Access tokens expire after 30 minutes
• Refresh tokens are valid for 60 days
• Craveva automatically refreshes tokens
• Re-authorization required if refresh token expires

Troubleshooting

• Verify redirect URI matches exactly
• Check OAuth scopes are correct
• Ensure Xero account is active
• Try clearing browser cache

• Tokens may have expired
• Re-authorize the connection
• Check OAuth app is still active
• Verify API access in Xero

• Check Xero organization has transactions
• Verify OAuth scopes include data access
• Ensure date range includes data
• Wait for initial data sync

• Xero has API rate limits
• Implement request throttling
• Cache responses when possible
• Contact Xero for higher limits

Best Practices

• Security: Store OAuth credentials securely
• Token Refresh: Implement automatic token refresh
• Rate Limiting: Respect API rate limits
• Data Privacy: Handle financial data with care
• Backup: Keep financial data backups

Next Steps

• Set up automated financial reports
• Create cash flow monitoring
• Build expense analysis dashboards
• Integrate with other accounting tools